Asset Servicing & Client Manager
Core
Manage relationships with UK Defined Benefit Pension Fund clients, ensuring excellent service delivery and driving business growth within the Custodian Monitoring Services business.
Role type
Senior IC client manager (financial services)
Builds
Client engagement, business growth initiatives, and smooth day-to-day running of the business
Domain
Financial services / Global Custody / Pension Funds
Deliverable
client delivery
Required skills
Client relationship management, Financial services experience, Investment markets knowledge, Microsoft Excel, Salesforce, Data quality management, Invoicing coordination, Cash collection coordination, Quality control of client reporting
Preferred skills
Experience in Global Custody arena, Exposure to client relationship management tools
Technologies
Salesforce, Microsoft Excel
Responsibilities
Manage relationships with allocated UK Defined Benefit Pension Fund clients, Build relationships with Consultant Relationship Managers at Custodian Banks, Ensure administrative functions like invoicing are carried out timely, Coordinate and raise client invoices, Assume responsibility for management level activities like cash collection coordination, Support production of client presentation and sales materials, Involve in quality control of client reporting
Seniority
Senior, hands-on IC